Purchases and Sales Made in Q3 2025 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2025. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
127K+ 299.98% |
$6.43M - $6.5M
|
169K
$8.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
126KNew |
$6.4M - $6.46M
|
126K
$6.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
80.6KNew |
$4.09M - $4.14M
|
80.6K
$4.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
42.8KNew |
$2.18M - $2.2M
|
42.8K
$2.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.7KNew |
$1.41M - $1.42M
|
27.7K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
13.5K+ 71.66% |
$685K - $692K
|
32.3K
$1.66M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
13.3K+ 4.85% |
$678K - $685K
|
288K
$14.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.4K+ 127.01% |
$630K - $636K
|
22.2K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
10.7K+ 6.99% |
$543K - $548K
|
164K
$8.38M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.2KNew |
$520K - $525K
|
10.2K
$524K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
10.1K+ 68.26% |
$514K - $520K
|
25K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.56K+ 15.99% |
$435K - $439K
|
62.1K
$3.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
8.32KNew |
$423K - $427K
|
8.32K
$427K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8.32K+ 5.8% |
$423K - $427K
|
152K
$7.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.34KNew |
$373K - $377K
|
7.34K
$376K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.1KNew |
$361K - $364K
|
7.1K
$364K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
6.17KNew |
$314K - $317K
|
6.17K
$316K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.56KNew |
$282K - $285K
|
5.56K
$285K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
4.91K+ 14.81% |
$249K - $252K
|
38.1K
$1.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
4.09K+ 7.44% |
$208K - $210K
|
59K
$3.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.96K+ 57.1% |
$201K - $203K
|
10.9K
$558K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.57K+ 4.58% |
$131K - $132K
|
58.7K
$3.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
2.22K+ 2.69% |
$113K - $114K
|
84.5K
$4.33M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.91K+ 597.49% |
$96.8K - $97.8K
|
2.23K
$114K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.22K+ 76.3% |
$62K - $62.6K
|
2.82K
$144K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.2K+ 7.91% |
$61.2K - $61.8K
|
16.4K
$841K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.13K+ 16.34% |
$57.2K - $57.8K
|
8.02K
$411K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
559+ 5.43% |
$28.4K - $28.7K
|
10.9K
$557K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
408+ 8.25% |
$20.7K - $20.9K
|
5.36K
$274K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
351+ 3.85% |
$17.8K - $18K
|
9.47K
$485K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
252+ 0.59% |
$12.8K - $12.9K
|
42.7K
$2.19M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
168+ 3.65% |
$8.53K - $8.62K
|
4.77K
$245K
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
111+ 2.54% |
$5.64K - $5.7K
|
4.48K
$229K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
108+ 0.82% |
$5.49K - $5.54K
|
13.3K
$679K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
91+ 0.78% |
$4.62K - $4.67K
|
11.8K
$606K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
86+ 1.07% |
$4.37K - $4.41K
|
8.13K
$417K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
78+ 1.61% |
$3.96K - $4K
|
4.92K
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
57+ 13.01% |
$2.9K - $2.93K
|
495
$25.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
41+ 0.4% |
$2.08K - $2.1K
|
10.4K
$533K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
18+ 0.35% |
$914 - $924
|
5.24K
$268K
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4+ 0.05% |
$203 - $205
|
7.9K
$405K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.01% |
$50.8 - $51.3
|
7.5K
$384K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$50.8 - $51.3
|
7.03K
$360K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-5- 0.07% |
$254 - $257
|
7K
$358K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-46- 1.02% |
$2.34K - $2.36K
|
4.44K
$228K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-75- 0.87% |
$3.81K - $3.85K
|
8.53K
$437K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-103- 2.19% |
$5.23K - $5.29K
|
4.61K
$236K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-215- 1.06% |
$10.9K - $11K
|
20.1K
$1.03M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-237- 3.55% |
$12K - $12.2K
|
6.45K
$330K
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-361- 7.5% |
$18.3K - $18.5K
|
4.46K
$228K
|